Method:CRM Reviews

17 Ratings
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Score 9.9 out of 100

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Reviews (1-11 of 11)

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December 04, 2020
Lauren Hamby | TrustRadius Reviewer
Score 10 out of 10
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Likelihood to Recommend

Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.
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December 29, 2020
John Lucas | TrustRadius Reviewer
Score 10 out of 10
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Likelihood to Recommend

Method:CRM is great as a finishing tool for estimates and proposals. The contracting add-ons are fantastic.
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January 13, 2021
Anonymous | TrustRadius Reviewer
Score 8 out of 10
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Likelihood to Recommend

This is such a great tool for our small growing company. It's user friendly and easy to learn. It's great for keeping track and pushing you forward with customer communications.
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January 04, 2021
Anonymous | TrustRadius Reviewer
Score 10 out of 10
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Likelihood to Recommend

Industries like accounting, business consultants, construction, realtors, and more. This platform serves a great purpose because of the QuickBooks integration, which is hard to get with a CRM. Also, QuickBooks payment integration, which is hard to find. In my industry this software is very functional and needed for our profession due to being integrated with QuickBooks.
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December 23, 2020
Anonymous | TrustRadius Reviewer
Score 10 out of 10
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Method:CRM is especially suited to small businesses with unique workflows. It may not be the best option for larger organizations, or companies with more standard procedures.
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December 02, 2020
Anonymous | TrustRadius Reviewer
Score 9 out of 10
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Likelihood to Recommend

The ability for anyone in the organization to access customer information in order to assist our customers. We're more efficient.
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April 27, 2018
Denise D. BA  Website Developer | TrustRadius Reviewer
Score 10 out of 10
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Likelihood to Recommend

This software is best suited for in house business communications. So if your company has different departments that are closely related use this software, it really gets the job done. It takes your business and profits to the next level.
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December 16, 2014
Denice Castillo | TrustRadius Reviewer
Score 5 out of 10
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Likelihood to Recommend

This is a difficult question as we implemented it years ago. I think it is pretty much a very easily adaptable program to any business. It seems that the people who work for Method are able to think outside the box and come up with solutions that fit your individual needs.
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April 17, 2017
Anonymous | TrustRadius Reviewer
Score 5 out of 10
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Likelihood to Recommend

Suited very well for someone who needs a unique customer relationship management system. Or for someone in an industry that today's software developers are slow to accommodate. You have to have the time to be set aside to get the program up and running without any issues though. There is so much you can do, just get in there and find out if you can!
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August 11, 2016
Anonymous | TrustRadius Reviewer
Score 1 out of 10
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March 28, 2014
Anonymous | TrustRadius Reviewer
Score 8 out of 10
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Likelihood to Recommend

Method's subscription charges are quite low compared to some of the other CRM software, so if you are capable of doing customization yourself, this can be quite a bargain. There are some custom application packages already developed (for instance for field services or bookkeeping services) so if there is an app that fits your needs, that may be a great fit. Alternatively, you can tap one of the Method Solution Providers to discuss a unique customization for your business. Method CRM is also capable of linking to multiple QuickBooks files, making it ideal for franchises or other multi-entity businesses like property management or other related companies.
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Feature Scorecard Summary

Customer data management / contact management (9)
9.1
Workflow management (7)
6.2
Territory management (1)
1.8
Opportunity management (7)
9.1
Integration with email client (e.g., Outlook or Gmail) (8)
5.1
Contract management (4)
9.4
Quote & order management (7)
7.7
Interaction tracking (7)
7.4
Channel / partner relationship management (5)
7.4
Case management (1)
10
Call center management (2)
9.9
Help desk management (1)
10
Lead management (7)
9.3
Email marketing (6)
6.4
Task management (6)
8.6
Billing and invoicing management (5)
9.4
Reporting (5)
5.2
Forecasting (4)
5.1
Pipeline visualization (5)
6.2
Customizable reports (6)
4.2
Custom fields (8)
7.7
Custom objects (8)
9.3
Scripting environment (6)
5.2
API for custom integration (7)
4.9
Single sign-on capability (7)
9.3
Role-based user permissions (7)
9.3
Marketing automation (2)
10.0
Compensation management (2)
10.0
Mobile access (7)
8.7

What is Method:CRM?

Method:CRM is a CRM for QuickBooks Desktop and QuickBooks Online users.

Integrations
Method:CRM's real-time sync with QuickBooks automatically updates customer information, invoices, and payments between Method and QuickBooks. Method:CRM also offers native integrations with apps like Gmail, Outlook, and Mailchimp, or users can connect hundreds of other apps via Zapier. With Method:CRM, users can manage daily workflows with one system and eliminate double data entry.

Customization
Customizable and code-free, Method:CRM's drag-and-drop tools allows users to create a custom CRM that mirrors business processes and evolves with a company's growing needs. With Method, users can personalize the CRM to business needs and create a solution beyond a traditional CRM with custom workflows, commission trackers, and online customer portals.

Lead management
Instead of manually entering sales leads and spending hours on admin work, Method:CRM lets sales teams focus on finding new prospects, nurturing leads, and closing deals. Streamline sales process by managing estimates, invoices, and opportunities in one place with Method:CRM.

Method:CRM Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Platform Features

Has featureMobile access
Additional Features
Has featureCustomer portals

Method:CRM Screenshots

Method:CRM Video

Designed specifically for businesses using QuickBooks for their accounting, Method:CRM enables you to build relationships on every side of the business, streamline processes, close more deals, and generally spend less time on admin and more time growing the business. Method’s two-way, real-time QuickBooks sync consolidates customer history and accounting data, giving everyone on the team a 360-degree view of every customer. Method’s sync provides more than just a view of your QuickBooks data — your team is able to edit and add QuickBooks data including Contacts, Sales Transactions, Payments, Vendor Transactions, List Items, and more all from within Method.

Method:CRM Integrations

Method:CRM Competitors

Method:CRM Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Contact Management$25per user per month
CRM Pro$44per user per month

Method:CRM Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Method:CRM Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Linux, Mac
Mobile Application:Apple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported Countries:USA, Canada, United Kingdom, Australia, South Africa
Supported Languages: English